Security National Financial
SNFCA
SNFCA
55 hedge funds and large institutions have $85.9M invested in Security National Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
28% more funds holding
Funds holding: 43 → 55 (+12)
22.86% more ownership
Funds ownership: 29.91% → 52.77% (+23%)
Holders
55
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$26.4M | |
| 2 | +$891K | |
| 3 | +$625K | |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$521K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$324K |
Top Sellers
| 1 | -$468K | |
| 2 | -$111K | |
| 3 | -$100K | |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$46.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$36.1K |